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- AI agents
- Sales automation
Mortgage broker
Lead service and qualification on WhatsApp, around the clock
An agent that answers and qualifies every lead on WhatsApp, with a dashboard to follow the pipeline.
- lead service
- 24/7
- live since
- Mar/26
- Virthus project
- 1st
Challenge
Leads kept coming in and had to be answered, qualified and followed up, without someone glued to WhatsApp all day.
Approach
- 01
An AI agent answers every lead on WhatsApp the moment it arrives, at any hour.
- 02
It asks the qualifying questions and records each answer.
- 03
The team follows everything on a dashboard, without opening conversations one by one.
Deliverables
- Customer service and qualification agent on WhatsApp
- Lead dashboard with filters, kanban and table views
- Pipeline numbers: how many came in and how many qualified
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